Funding the Future: Lessons Learned and New Opportunities for Investors in the AI Era

At the Ride AI 2025 summit, a panel of investors and executives explores the shifting economics and capital strategies behind autonomous vehicles and AI. From Tesla and Waymo’s divergent approaches to new funding models driven by sovereign wealth and corporate VCs, it’s a candid look at how autonomy is being financed—and who’s still betting big.From tariffs and tech stacks to hidden costs and business model shakeups, this session dives deep into what it really takes to fund the future of mobility.

-- Horace Dediu, Founder, Asymco

-- Ken Gawrelski, Managing Director, Wells Fargo

-- Colin Langan, Automotive & Mobility Analyst, Wells Fargo

-- Evangelos Simoudis, Managing Director, Synapse Partners